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Sittner & Nelson’s JPMorgan Chase JPM Stock Holding History

Sittner & Nelson’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.12M Sell
13,999
-187
-1% -$56.8K 1.51% 15
2025
Q4 		$4.57M Buy
14,186
+38
+0.3% +$11.8K 1.62% 13
2025
Q3 		$4.46M Sell
14,148
-33
-0.2% -$9.81K 1.62% 12
2025
Q2 		$4.11M Buy
14,181
+275
+2% +$70.2K 1.65% 12
2025
Q1 		$3.41M Sell
13,906
-8
-0.1% -$2.04K 1.46% 13
2024
Q4 		$3.34M Sell
13,914
-932
-6% -$217K 1.45% 15
2024
Q3 		$3.13M Sell
14,846
-26
-0.2% -$5.48K 1.4% 16
2024
Q2 		$3.01M Buy
14,872
+55
+0.4% +$10.8K 1.48% 15
2024
Q1 		$2.97M Sell
14,817
-795
-5% -$143K 1.5% 14
2023
Q4 		$2.66M Buy
15,612
+562
+4% +$85.2K 1.42% 13
2023
Q3 		$2.18M Sell
15,050
-376
-2% -$56.4K 1.26% 16
2023
Q2 		$2.24M Buy
15,426
+367
+2% +$50.5K 1.23% 19
2023
Q1 		$1.96M Sell
15,059
-1,165
-7% -$160K 1.13% 19
2022
Q4 		$2.18M Buy
16,224
+1,408
+10% +$178K 1.33% 13
2022
Q3 		$1.55M Buy
14,816
+1,505
+11% +$173K 1.04% 22
2022
Q2 		$1.5M Buy
13,311
+1,676
+14% +$208K 0.98% 22
2022
Q1 		$1.59M Buy
11,635
+1
+0% +$148 0.92% 25
2021
Q4 		$1.84M Buy
11,634
+2
+0% +$328 1.07% 23
2021
Q3 		$1.9M Sell
11,632
-804
-6% -$126K 1.23% 20
2021
Q2 		$1.93M Buy
12,436
+273
+2% +$42.9K 1.36% 19
2021
Q1 		$1.85M Buy
12,163
+353
+3% +$50.8K 1.38% 18
2020
Q4 		$1.5M Buy
+11,810
New +$1.32M 1.35% 22

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sittner & Nelson's JPM Position: Q1 2026 in Review

Sittner & Nelson reduced its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, selling an estimated $56.8K and leaving 13,999 shares worth $4.12M. The position accounts for 1.51% of the portfolio, ranked #15.

Sittner & Nelson first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.57M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sittner & Nelson held 13,999 shares of JPMorgan Chase worth $4.12M as of Q1 2026.
  • Sittner & Nelson sold 187 JPMorgan Chase shares in Q1 2026, an estimated $56.8K.
  • JPMorgan Chase made up 1.51% of Sittner & Nelson's portfolio in Q1 2026, its #15 holding.
  • Sittner & Nelson first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's JPMorgan Chase position peaked at $4.57M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.